Iams Wealth Management’s Kinder Morgan KMI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-7,600
Closed -$217K 182
2025
Q1
$217K Sell
7,600
-89
-1% -$2.54K 0.1% 150
2024
Q4
$211K Buy
+7,689
New +$211K 0.1% 158